Welcome to Raymond James
While many customers share similar financial goals, we know that no two are exactly the same. At Raymond James we offer a truly personal service to develop a strategy that best serves you.
Our welcoming office is based in Longridge, a small town in the picturesque Ribble Valley. As our service offering has developed, we’ve grown our team to now include 15 specialists from across the investment and financial planning industry.
We are part of the Raymond James group, which takes care of over £604bn of client investments, and receive the backing of their resources and financial strength. We harness this backing to deliver the best possible service to our clients whilst retaining the intimacy of a local practice.
Everything we do is guided by two beliefs: that no two clients are the same, and effective wealth management rests on strong relationships. We think that the best way to plan for your financial future is to build a strong relationship with a wealth manager that implements a bespoke solution tailored to you.
Our website will explain the services we offer in more detail and outline what you can expect if you become a client of Raymond James.
If you have any questions or would like us to provide a free second opinion on your current investments, please don’t hesitate to get in touch.
Thank you for your interest.
Ribble Valley Branch Principal